Practice Aids
Compilation
This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.
It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement. The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers. The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement. The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers. The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
View Practice Aid
This sample working paper file for a compilation engagement using CSRS 4200 will help practitioners and their staff in how to put together a file that properly supports a compilation engagement under the new standard. The file has been created using checklists that suggest what appropriate procedures could be in most scenarios making it a great tool to help those just starting out or those who are looking for a reminder. This is a great tool for the office.
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This compilation template is an upgrade from our original manual template. It has been created using word and excel forms however has been designed to link and integrate information on a consistent basis throughout the file. Because of the limitations of excel and word, this template will not work well on one drive or shared drives where links change. It is designed to be run totally from the desktop.
This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.
It is designed to be used manually for either paper or electronic files and the data and client information has been linked to provide a dynamic product that requires little duplication in data entry.
The template contains everything the practitioner needs to adequately document the performance of a compilation engagement.
The platform uses word and excel and includes our customized engagement dashboard, index, formatted financial statements, letters, checklists and basic working papers.
The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
View Practice Aid
This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.
It is designed to be used manually for either paper or electronic files and the data and client information has been linked to provide a dynamic product that requires little duplication in data entry.
The template contains everything the practitioner needs to adequately document the performance of a compilation engagement.
The platform uses word and excel and includes our customized engagement dashboard, index, formatted financial statements, letters, checklists and basic working papers.
The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
View Practice Aid
This Compilation Engagement Template using CaseWare is designed to be fully integrated with Caseview. The template allows practitioners to use the full functionality of the CaseWare program to complete a compilation engagement, allowing for pre-population of the various forms and letters and financial statements. The format is map driven while providing flexibility and ease of use.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement under CSRS 4200 including the engagement requirements of the new quality management standard..
Feel free to contact us for more information or a walk through of the program . Email pennyfair@ashgroveconcepts.ca to book a demonstration.
Note that upon purchase the file download will show on the screen. It is available for immediate use.
View Practice Aid
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement under CSRS 4200 including the engagement requirements of the new quality management standard..
Feel free to contact us for more information or a walk through of the program . Email pennyfair@ashgroveconcepts.ca to book a demonstration.
Note that upon purchase the file download will show on the screen. It is available for immediate use.
View Practice Aid